Relationship Manager based in Zurich

Schaffhausen24; Zürich; Hybrid; CHF 180.000 - 240.000; Vollzeit

Zusammenfassung

Monterosa Financial Advisors AG, part of the Monterosa Group, is seeking an entrepreneurial Business Development professional with an established Switzerland network to originate new investor relationships and manage existing client books.

You will interact with intermediaries, contribute to evaluating new investment opportunities, support product development, and collaborate closely with senior management across the investment lifecycle.

Qualifikationen

• 8–10 years of post-graduate experience in client-facing financial services.
• Track record of self-generating new client relationships and converting them into mandates or assets under management.
• Swiss German at native level and fluent English; French is an advantage.

Aufgaben

• Originating new investor relationships across key markets in Switzerland.
• Managing and developing existing investor relationships with credibility and commercial judgment.
• Interacting with intermediaries and evaluating new investment opportunities.
• Supporting product development and collaborating with senior management across the investment lifecycle.

Kenntnisse

Entrepreneurial mindset

Self-generated business development

Client relationship building

English fluency

German (Swiss) native

Networking

Willingness to travel

Ausbildung

Master’s degree in Business Administration, Finance, Economics, Law

Jobbeschreibung

Monterosa Financial Advisors AG is part of the Monterosa Group, an independent financial services group with a global footprint, servicing assets of approximately USD 10bn. The Group was founded in 1996, is privately owned and provides investment solutions for emerging and developed markets with 70+ employees in offices in Balzers (Liechtenstein), Dubai, Hong Kong, Port Louis (Mauritius), Singapore and Zurich.

Are you passionate about emerging Markets and interested in developing relationships in the Swiss financial market? Are you able to handle complexity and to present simple solutions? To further complete our global Business Development team, we are seeking an entrepreneurial and ambitious professional with an established network in Switzerland to contribute to our success.

You bring at least eight to ten years of professional experience after graduation. As part of the Business Development you will be responsible for originating new investor relationships across key markets, as well as managing and further developing existing investor relationships. The role involves close interaction with intermediaries, requiring a high degree of credibility, responsiveness, and commercial judgment. In parallel, you will contribute to the evaluation of new investment opportunities and support of product development. The position offers exposure across the full investment lifecycle, as well as direct collaboration with senior management

Requirements / Experience:

To succeed in this highly dynamic and challenging business environment, we are looking for an entrepreneurially spirited team player with the following qualifications:

Essential requirements (applications not meeting all of these cannot be considered):

• A track record of self-generated business development. Demonstrated success in self-generating new client relationships and converting them into mandates or assets under management
• 8–10 years of post-graduate experience in a client-facing financial services role (Family Office, Private Banking, Wealth Planning, Investment Banking, Private Equity, or comparable advisory).
• (Swiss-)German at native level and fluent professional English, written and spoken. French is an advantage.

Preferred requirements:

• Master’s degree in Business Administration, Finance, Economics, Law or a related field
• Established professional network in Switzerland, ideally including entrepreneurs, family offices and professional intermediaries (e.g. lawyers, tax advisors, M&A advisors, trustees).
• Excellent communication and presentation skills. you are personable, credible with entrepreneurs and UHNW clients, and able to build trust-based relationships
• Intimate knowledge of financial market products(both private and public) and financial market infrastructure
• Willingness and flexibility to travel internationally as required

What we offer:

• A senior, entrepreneurial mandate with genuine ownership of your client book and direct access to decision-makers
• Exposure beyond pure relationship management — you contribute to the evaluation of new investment opportunities and to product development
• Close collaboration with senior management and a flat, decision-fast structure
• An established global platform (USD ~10bn in serviced assets, offices across six jurisdictions) and an established emerging-markets product offering

Monterosa Group believes in diversity, creativity, empowerment and equal opportunities. The Group’s close-knit team of professionals represents more than 17 nationalities at its offices worldwide.

If you are a dedicated team player ready to ready to bring your established network and book of business to an entrepreneurial platform, with the ability to handle responsibilities and adapt to a changing environment with ever shifting priorities, we would like to meet you.

For further information about the Group visit www.monterosagroup.com .

Quelle: www.monterosagroup.com